Client Services Advisor

• Health insurance
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

• Serve as the primary point of contact for prospective clients and families answering inbound inquiries with professionalism compassion and confidence.
• Build trust with families by listening to their needs educating them about our home care services and helping them determine the best next steps.
• Schedule clients for an intake with our Care Managers and ensure each appointment is properly prepared.
• Collect and organize essential client information so Care Managers are equipped for successful intakes.
• Maintain consistent communication with prospective clients throughout the process to provide an exceptional experience.
• Build and nurture relationships with hospitals skilled nursing facilities rehabilitation centers assisted living communities physicians social workers case managers and other referral partners.
• Conduct follow-up calls and outreach to community partners to strengthen relationships and thank them for prospective client opportunities.
• Assist with light marketing initiatives including phone outreach email communication and social media content.
• Prepare intake packets and provide administrative support to the Care Management team.
• Maintain accurate documentation of communication in our CRM.
• Follow up with former clients when services end to better understand their experience and identify opportunities to reconnect.
  
  

• Has exceptional communication and interpersonal skills.
• Naturally builds trust and develops meaningful relationships.
• Demonstrates compassion and professionalism when working with families during stressful situations.
• Is highly organized and able to manage multiple priorities in a fast-paced environment.
• Possesses strong problem-solving skills and attention to detail.
• Is comfortable learning and discussing home care services long-term care insurance VA benefits and available resources for seniors.
• Works collaboratively while also taking ownership of responsibilities.
• Is proficient with Google Suite and comfortable learning new .
• Is able to work full-time in the office
  
  

• Home care or healthcare
• Community outreach or business development
• Recruiting or relationship management
• Healthcare marketing or physician/community liaison roles
• Social work or care coordination
• Compassionate client-focused demeanor with a commitment to quality care
• Proficiency with care management software or CRM systems a plus
• Knowledge of home care VA Medicare or insurance authorization processes is a bonus

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.